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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Dawn Clay is a financial advisor currently working with Fidelity Personal And Workplace Advisors. Melanie Dawn Clay has been a registered representative in the financial services industry since August 6, 1993. Melanie Dawn Clay has professional experience at several firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., Thrivent Investment Management Inc., Woodbury Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Melanie Dawn Clay holds the Series 6, 7, 65, and 66 securities licenses, along with the SIE exam, and has earned the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/05/2021 - Present
Fidelity Personal AND Workplace Advisors (DALY CITY CA)
CA
10/01/2012 - 11/24/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
06/08/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
CA
03/08/2004 - 05/31/2012
THRIVENT INVESTMENT MANAGEMENT INC. (SAN FRANCISCO CA)
MN
04/09/1997 - 02/23/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
08/27/1996 - 03/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/27/1996 - 03/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/27/1992 - 04/17/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/1992 - 04/17/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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